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Naomi Wallis

Naomi Wallis is a Client Relationship Manager with a focus on Retirement Plans. She joined Head Investment Partners in December of 2021 and has over 15 years in the Client Service Industry. Her passion resides in educating employers and their employees on how to make their retirement plans work for them. As a Client Relationship Manager, specializing in the corporate retirement world, Naomi delivers a comprehensive array of services to the clients including functioning relationships with recordkeepers and third-party administrators, and payroll vendors. She prides herself on issue resolution as well as creating programs and processes to assist both the Plan Sponsor and the Plan Participants.  Originally a Florida native, Naomi loves the outdoors and traveling. She moved to Knoxville, Tennessee in 2002, but travels back to Florida frequently to spend time with family and soak up the beach. Naomi is very active with the Emerald Youth Foundation and is the League Registrar for their soccer program. At any given time, you may find her with one of her 4 children on the soccer fields at Emerald, at West High School, or at Beaumont Magnet Academy attending an Art performance. She attended PSCC, Northwest Florida State College, & UT with a focus on Civil Engineering. Naomi currently holds her Life & Health and P&C licenses.

With more than 100 years of collective experience, our team embraces a client-first culture and focuses on building genuine relationships that last.

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